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Congress Wealth Management LLC / DE
> XLRE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SELECT SECTOR SPDR TR RL EST SEL SEC | XLRE | 0 | -270,387 | 0 | -11,048,000 | |
| 06/30/2022 | SELECT SECTOR SPDR TR RL EST SEL SEC | XLRE | 270,387 | -14,294 | 11,048,000 | -2,707,000 | $40.86 |
| 03/31/2022 | SELECT SECTOR SPDR TR RL EST SEL SEC | XLRE | 284,681 | 284,681 | 13,755,000 | 13,755,000 | $48.32 |
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